Expert perspective. Innovative strategy.

Allen Capital Group is a wealth management firm offering our clients comprehensive and unbiased portfolio management, estate and tax planning, and risk management services.
Above all, client services are our specialty.

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We Provide Simple Solutions to Complex Issues

Personal finances can be complex and difficult, but they do not have to be. Our clients rely on us for estate planning, tax planning, retirement planning, investment management services, and much more. Think of us as your mission control for wealth management.

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Independent for a Reason - You

We are independent to serve you. We pledge allegiance to our clients – not a bank, brokerage firm, or specific mutual fund company. We are client focused, and as a Registered Investment Advisor, we are bound to act as fiduciaries on behalf of our clients. Always. That’s what makes us different: You.

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We Manage Risk to Provide You Stability

The stock market can be an emotional rollercoaster. We help filter out the noise and provide you with a disciplined, consistent, and realistic approach to investing that aims to provide you with capital appreciation through capital preservation.

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What is your risk number?

Capture your risk tolerance and see if your portfolio fits you.

What's Your Plan?

We believe that financial planning is the foundation that your retirement is built on. Our financial planning services are built on trust, transparency, and accountability. Our team of experienced professionals will construct a personalized plan that gives you the peace of mind to realize your dreams.

Allen Capital GroupLook at the numbers carefully when deciding where you stand on retirement savings.
Allen Capital GroupDon't make these common mistakes when planning for retirement.
Allen Capital GroupBecome more financially savvy by signing up for the newsletter.
Allen Capital GroupIt's never too early to build good financial habits. Why not let your kids manage some of their own expenses?…
Allen Capital GroupFrom raising your EFC to procrastinating, here are the top 10 college-planning mistakes to avoid:…
Allen Capital GroupPlanning ahead for college expenses is key. Here's a look at what to expect.
Allen Capital GroupCollege costs aren't what they used to be. Consider these options to help fund your child's higher education:…
Allen Capital GroupSmall financial changes can make a big difference. Subscribe for money tips you won't want to miss:…
Allen Capital GroupHere's another reason to consider rebalancing your portfolio.
Allen Capital GroupAre young investors really avoiding the stock market?

In the Know.

We conduct a lot of research about these items:

  • market trends and products
  • investment regulations and concepts
  • ways we can improve our services and offerings for our clients.

Periodically, we share these findings here on our blog. If you are interested, please use the link below.

In the Know

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The Services You Expect

From financial planning to tax preparation, our clients’ interests always come first.

  • Financial Planning
  • Portfolio Management
  • Estate Planning
  • Tax Preparation & Filing
  • Risk Management

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